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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,291 | $118,877-96.4% | $96,570-95.6% | $167,536-97.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.92% | 50.50%-30.6pp | 37.79%-17.9pp | 478.82%-458.9pp |
| Employer contribution / active EE | $901 | $3,121-71.1% | $2,357-61.8% | $4,839-81.4% |
| Participant deferral / active EE | $2,354 | $4,617-49.0% | $3,849-38.9% | $6,342-62.9% |
| Admin fee / account holder | $45 | $8,069-99.4% | $6,182-99.3% | $12,315-99.6% |